See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,382 | $124,185-76.3% | $108,410-72.9% | $167,490-82.5% |
| Participation rate | 70.0% | 82.3%-12.3pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 31.40% | 1379.64%-1348.2pp | 905.27%-873.9pp | 478.56%-447.2pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,924 | $6,908-43.2% | $6,563-40.2% | $6,341-38.1% |
| Admin fee / account holder | $1,019 | $9,455-89.2% | $7,295-86.0% | $12,309-91.7% |